A detailed history of Institute For Wealth Management, Llc. transactions in Starbucks Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 75,131 shares of SBUX stock, worth $5.85 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
75,131
Previous 75,135 0.01%
Holding current value
$5.85 Million
Previous $7.21 Million 4.81%
% of portfolio
0.9%
Previous 1.19%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$90.12 - $97.3 $360 - $389
-4 Reduced 0.01%
75,131 $6.87 Million
Q4 2023

Jan 31, 2024

SELL
$89.48 - $107.21 $22,280 - $26,695
-249 Reduced 0.33%
75,135 $7.21 Million
Q3 2023

Oct 13, 2023

SELL
$91.08 - $102.92 $819 - $926
-9 Reduced 0.01%
75,384 $6.88 Million
Q2 2023

Jul 25, 2023

SELL
$97.52 - $114.56 $149,790 - $175,964
-1,536 Reduced 2.0%
75,393 $7.47 Million
Q1 2023

Apr 20, 2023

SELL
$98.34 - $109.99 $193,729 - $216,680
-1,970 Reduced 2.5%
76,929 $8.01 Million
Q4 2022

Feb 02, 2023

SELL
$90.45 - $105.05 $44,953 - $52,209
-497 Reduced 0.63%
78,899 $7.83 Million
Q3 2022

Oct 18, 2022

SELL
$77.76 - $92.7 $7,387 - $8,806
-95 Reduced 0.12%
79,396 $6.69 Million
Q2 2022

Jul 25, 2022

BUY
$69.9 - $91.49 $52,564 - $68,800
752 Added 0.96%
79,491 $6.07 Million
Q1 2022

Apr 29, 2022

SELL
$79.29 - $116.68 $24,262 - $35,704
-306 Reduced 0.39%
78,739 $7.16 Million
Q4 2021

Jan 21, 2022

BUY
$106.07 - $116.97 $76,476 - $84,335
721 Added 0.92%
79,045 $9.25 Million
Q3 2021

Nov 15, 2021

BUY
$110.31 - $126.06 $64,531 - $73,745
585 Added 0.75%
78,324 $8.64 Million
Q2 2021

Jul 21, 2021

SELL
$109.38 - $118.34 $21,876 - $23,668
-200 Reduced 0.26%
77,739 $8.69 Million
Q1 2021

May 04, 2021

SELL
$96.81 - $111.34 $384,335 - $442,019
-3,970 Reduced 4.85%
77,939 $8.52 Million
Q4 2020

Feb 01, 2021

BUY
$85.97 - $106.98 $88,892 - $110,617
1,034 Added 1.28%
81,909 $8.76 Million
Q3 2020

Nov 03, 2020

BUY
$72.65 - $88.38 $69,162 - $84,137
952 Added 1.19%
80,875 $6.95 Million
Q2 2020

Jul 30, 2020

BUY
$62.62 - $83.56 $27,678 - $36,933
442 Added 0.56%
79,923 $5.88 Million
Q1 2020

Apr 29, 2020

SELL
$56.33 - $93.75 $244,359 - $406,687
-4,338 Reduced 5.18%
79,481 $5.23 Million
Q4 2019

Feb 27, 2020

BUY
$81.77 - $88.78 $6.25 Million - $6.79 Million
76,450 Added 1037.45%
83,819 $7.37 Million
Q4 2019

Jan 27, 2020

SELL
$81.77 - $88.78 $6.33 Million - $6.87 Million
-77,420 Reduced 91.31%
7,369 $7.37 Million
Q3 2019

Oct 28, 2019

SELL
$84.55 - $99.11 $63,074 - $73,936
-746 Reduced 0.87%
84,789 $7.5 Million
Q2 2019

Aug 02, 2019

SELL
$73.96 - $84.69 $64,419 - $73,764
-871 Reduced 1.01%
85,535 $7.17 Million
Q1 2019

May 15, 2019

BUY
$61.53 - $74.34 $5.32 Million - $6.42 Million
86,406 New
86,406 $6.42 Million
Q4 2018

Feb 08, 2019

SELL
$54.86 - $68.72 $4.89 Million - $6.13 Million
-89,215 Closed
0 $0
Q3 2018

Oct 29, 2018

SELL
$48.61 - $57.45 $55,658 - $65,780
-1,145 Reduced 1.27%
89,215 $5.11 Million
Q2 2018

Aug 10, 2018

SELL
$48.54 - $59.83 $1,990 - $2,453
-41 Reduced 0.05%
90,360 $4.41 Million
Q1 2018

May 15, 2018

BUY
$53.77 - $61.69 $4.86 Million - $5.58 Million
90,401 New
90,401 $5.21 Million
Q4 2017

Feb 12, 2018

SELL
$53.81 - $59.7 $5.05 Million - $5.61 Million
-93,907 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$52.7 - $55.15 $1,422 - $1,489
27 Added 0.03%
93,907 $5.04 Million
Q2 2017

Aug 14, 2017

BUY
N/A
93,880
93,880 $5.48 Million

Others Institutions Holding SBUX

About STARBUCKS CORP


  • Ticker SBUX
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 1,147,399,936
  • Market Cap $89.3B
  • Description
  • Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of specialty coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready...
More about SBUX
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